Bank of Montreal’s Prudential Financial PRU Stock Holding History

Bank of Montreal’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-32,000	Closed	-$3.61M	–	3976
2025 Q4	$3.61M	Buy	32,000 +30,000	+1,500%	+$3.22M	﹤0.01%	1455
2025 Q3	$207K	Hold	2,000	–	–	﹤0.01%	2751
2025 Q2	$215K	Buy	+2,000	New	+$207K	﹤0.01%	2771
2024 Q1	–	Sell	-17,400	Closed	-$1.81M	–	4229
2023 Q4	$1.81M	Buy	+17,400	New	+$1.67M	﹤0.01%	1739
2019 Q1	–	Sell	-32,100	Closed	-$2.62M	–	4648
2018 Q4	$2.62M	Buy	+32,100	New	+$2.96M	﹤0.01%	1398

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal's PRU Position: Q2 2026 in Review

Bank of Montreal reduced its Prudential Financial (PRU) stake by 11% in Q2 2026, selling an estimated $4.48M and leaving 368,734 shares worth $39.8M. The position accounts for 0.01% of the portfolio, ranked #665.

Bank of Montreal first reported a position in PRU in Q2 2013 and has held it in 53 quarters since. The position peaked at $235M in Q1 2018. 1,418 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Bank of Montreal held 368,734 shares of Prudential Financial worth $39.8M as of Q2 2026.
Bank of Montreal sold 44,087 Prudential Financial shares in Q2 2026, an estimated $4.48M.
Prudential Financial made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #665 holding.
Bank of Montreal first reported a position in Prudential Financial in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Prudential Financial position peaked at $235M in Q1 2018.
1,418 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.